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On the heels of a nearly unprecedented capital market bull run over the past nine years, expectations for future returns continue to fall well below the long-term historical averages. What does this mean for foundations and endowments as they position portfolios to achieve their investment objectives while still complying with their constraints?
Join us for a webinar on Tuesday, October 16 at 2pm CT where we’ll discuss a framework that addresses asset allocation modeling and the investment policy statement, all in the context of anticipating a lower-return environment.
You’ll leave with an understanding of how you can work with your investment advisor to craft your Investment Policy Statement and asset allocation to better navigate a low-return environment.
Dan George, CFA, Endowments and Foundations Practice LeaderDan Simon, CFA, CAIA, Director of Outsourced Chief Investment Officer Services